Generic Contact List

Overview

It allows to create a generic list of contacts for PhilGEPS.

 

Navigation

Catalogues ► Generic Contact List

 

Generic Contact List screen field and Tabs

 

Field

Description

Code

Unique identification code of Generic Contract List either entered by user or system generated as defined in system parameters.

Active

Possible Values for this field are TRUE/FALSE. Default value is TRUE. True value refers that the record is available for use. Otherwise, it is for reference purpose only.

Salutation

Defines the level of formality regarding contact person form of addressing.

First Name

First Name of the contact.

Middle Name

Middle Name of the contact.

Last Name

Last Name of the contact.

 

Procedure

User: Admin

  1. User is logged into the system and goes to Generic Contact List screen.
  2. User clicks on ‘Create’ Button.
  3. User fills out the necessary Generic Contact List information in the fields.
  4. User clicks on ‘Save’ button.
  5. If user does not fills up correct information in mandatory fields, system does not saves the record and shows an error message.

Address

Address screen field and Tabs

FieldDescription

Is Main ?

A checkbox whose possible values are True/False

Address Type

Defines the address is of which location of the contact for example home,work etc

Address

Full address of the contact

Location

Exact location of the contact

City

City of the contact.

State

State in which the contact is residing in repect to the country.

Zip Code

A Numeric Code corresponding to the address in terms of the province or locality.

 

Contact Type

Contact Type screen field and Tabs

FieldDescription

Code

Unique identifier. Setup parameter to determine if it is entered by user or system generated. If system generated, it is left padded with zeros.

Active

A checkbox whose Possible Values are TRUE/FALSE.Default value is TRUE.

Contact Type

A lookup button followed by a list of precreated contact type.

 

Contacts

Contacts screen field and Tabs

Field

Description

Contact Value

Field to insert the contact value like a numeric code as in a phone number.

Is Main

A checkbox whose possible values are True/False

Contact Type

An dropbown menu whose optional values are Fax,Electronic Mail,Phone,Website.

Contact Location Type

It corresponces to the location priorto the contact type.

Description

A short description of the contact.

 

User

User screen field and Tabs

FieldDescription

Code

Unique identifier. Setup parameter to determine if it is entered by user or system generated. If system generated, it is left padded with zeros.

User

Field followed with an lookup button which has precreated list of users.

Active

A checkbox whose possible values are True/False.True is its default value.

 

User Role

This entity represents the Generic contact list user role.

 

User Role screen field and Tabs

Field

Decsription

Code

Unique code manually entered by the user.

User Role

A lookup button following a list of precreated user roles.

Active

A checkbox with possible values True/False.Default value is True.